Use the General tab to select report options for the
Client Summary report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Ajera CRM displays the Activity dialog box so you can enter the activity information.
Ajera CRM then creates an activity for each
client included on the report.
|
| Report Sections to Include
|
By default,
Ajera CRM includes all of the following sections on the report:
-
Client
- Addresses
- Contacts
- Activities
-
Projects
- Opportunities
- Associations
To exclude a section, clear the check box.
|
| Grid Filter
|
If you select
Opportunities or
Projects in
Report Sections to Include, you can use
Grid Filter to limit the opportunities or
projects included in the report to those for
clients classified as one of the following:
-
Client
-
Vendor
- Both
client and
vendor
- Neither
client nor
vendor
How
Ajera CRM classifies the
client record depends on settings in the
Client Info Center.
|
| Page Break Between Sections
|
Select this check box to insert a page break between report sections.
|
